Trifecta Capital Advisors’s Bank of New York Mellon BNY Stock Holding History

Trifecta Capital Advisors’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15	Closed	-$1.64K	–	277
2025 Q3	$1.64K	Hold	15	–	–	﹤0.01%	363
2025 Q2	$1.37K	Hold	15	–	–	﹤0.01%	393
2025 Q1	$1.26K	Hold	15	–	–	﹤0.01%	355
2024 Q4	$1.15K	Hold	15	–	–	﹤0.01%	359
2024 Q3	$1.08K	Hold	15	–	–	﹤0.01%	375
2024 Q2	$899	Hold	15	–	–	﹤0.01%	386
2024 Q1	$865	Hold	15	–	–	﹤0.01%	383
2023 Q4	$781	Hold	15	–	–	﹤0.01%	412
2023 Q3	$640	Hold	15	–	–	﹤0.01%	405
2023 Q2	$668	Hold	15	–	–	﹤0.01%	401
2023 Q1	$682	Hold	15	–	–	﹤0.01%	397
2022 Q4	$683	Buy	+15	New	+$643	﹤0.01%	402

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Trifecta Capital Advisors's BNY Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Bank of New York Mellon (BNY) in Q4 2025, closing a stake of 15 shares — an estimated $1.64K sold.

Trifecta Capital Advisors first reported a position in BNY in Q4 2022 and held it in 12 quarters. The position peaked at $1.64K in Q3 2025. 1,758 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

Trifecta Capital Advisors reported no remaining Bank of New York Mellon position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 15 Bank of New York Mellon shares in Q4 2025, an estimated $1.64K.
Trifecta Capital Advisors first reported a position in Bank of New York Mellon in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Bank of New York Mellon position peaked at $1.64K in Q3 2025.
1,758 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.